Glassman Wealth Services Dimensional ETF Tr Dimensional Transaction History
Glassman Wealth Services
- $650 Million
- Q2 2025
A detailed history of Glassman Wealth Services transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Glassman Wealth Services holds 19,493 shares of DFIC stock, worth $640,150. This represents 0.09% of its overall portfolio holdings.
Number of Shares
19,493
              Previous 15,949
              
        
           22.22%
        
      
          
        Holding current value
$640,150
            Previous $442,000
            
        
           37.1%
        
      
          
        % of portfolio
0.09%
            Previous 0.07%
          
        Shares
	  4 transactions
	
  Others Institutions Holding DFIC
# of Institutions
522Shares Held
300MCall Options Held
0Put Options Held
0- 
    
      Mercer Global Advisors Inc Denver, CO31.7MShares$1.04 Billion2.04% of portfolio
- 
    
      Envestnet Asset Management Inc28.8MShares$945 Million0.27% of portfolio
- 
    
      Forum Financial Management, LP Lombard, IL16.5MShares$543 Million8.43% of portfolio
- 
    
      Evensky & Katz LLC6.15MShares$202 Million11.67% of portfolio
- 
    
      High Tower Advisors, LLC Chicago, IL5.09MShares$167 Million0.21% of portfolio